You've trusted your wealth to your financial advisor. But how do you know they're doing their best during stock market crashes and help you grow your wealth?
It’s at times like these that you need to have an expert on your side to ensure you stay on course with your goals.
Not doing tax-loss harvesting during market drops is like leaving money on the table. Whenever your portfolio has assets that are at a loss, your advisor should sell them and get you a tax credit. With this tax credit you can lower your taxes on income and capital gains.
Having a well-balanced portfolio ensures that you are prepared to handle market upsets and stay aligned with your financial goals.
Advisors using Overlay can monitor all of their clients' portfolios 24/7. With automated trade suggestions, Overlay ensures that your financial advisor is always on top of your portfolio.
We believe that you need to always be in the know of what's happening with your portfolio. Financial advisors using Overlay have over 100 touch points with their clients per year.
By automating the portfolio management process, your financial advisor has more time to spend with you and help you better in achieving your goals and listening to your concerns.
We have made it super easy for your financial advisor to send you updates for your portfolio.
Want your advisor to be on top of your portfolio and always keep you up to date? Let them know that they should be using Overlay!